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Also known as: CHARITABLE TRUST DAVID SEXTON TRUSTEE
Charles & Virginia Jacobsen Charitable Trust is a private trust based in NAPLES, FL. The foundation received its IRS ruling in 2002. The principal officer is % David N Sexton. It holds total assets of $73K. Annual income is reported at $246. The foundation operates in the area of philanthropy & grantmaking. According to available records, Charles & Virginia Jacobsen Charitable Trust has made 43 grants totaling $1.3M, with a median grant of $25K. The foundation has distributed between $315K and $600K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $600K distributed across 18 grants. Individual grants have ranged from $10K to $50K, with an average award of $30K. The foundation has supported 20 unique organizations. Grants have been distributed to organizations in Florida and Illinois and District of Columbia. Contributions to this foundation are tax-deductible.
Charles & Virginia Jacobsen Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 43 grants. Its grantmaking reaches organizations primarily in FL, IL, DC.
Charles & Virginia Jacobsen Charitable Trust has distributed a total of $1.3M across 43 grants. The median grant size is $25K, with an average of $30K. Individual grants have ranged from $10K to $50K.
CHARITIES MUST BE IN THE GREATER NAPLES, FLORIDA AREA. PREFERENCE IS GIVEN TO CHARITIES WHOSE PRIMARY PURPOSE AND FUNCTION IS THE CARE AND TREATMENT OF CHILDREN AND YOUNG ADULTS WHOSE HOME LIFE HAS BEEN TEMPORARILY OR PERMANENTLY DISRUPTED THROUGH ABUSE, NEGLECT, VIOLENCE, CATASTROPHE OR OTHER MALADY.
Charles & Virginia Jacobsen Charitable Trust is headquartered in NAPLES, FL. While based in FL, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David N Sexton | TRUSTEE | $0 | $0 | $0 |
Total Giving
$416K
Total Assets
$493K
Fair Market Value
$493K
Net Worth
$493K
Grants Paid
$360K
Contributions
$0
Net Investment Income
$0
Distribution Amount
$34K
Total Grants
43
Total Giving
$1.3M
Average Grant
$30K
Median Grant
$25K
Unique Recipients
20
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| EastersealsFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Chicago, IL | $15K | 2022 |
| The Immokalee FoundationFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $50K | 2023 |
| The Conservancy Of Southwest FloridaFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $50K | 2023 |
| The Shelter For Abused Women & ChildrenFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| Florida Gulf Coast UniversityFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL
| Fort Myers, FL |
| $30K |
| 2023 |
| Collier County LibraryFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| Champions For LearningFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| St Matthew'S HouseFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| Easterseals FloridaFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| Neigborhood Health ClinicFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| Avow FoundationFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $30K | 2023 |
| Naples High School Media DepartmentFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $20K | 2023 |
| American Heart AssociationFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Estero, FL | $50K | 2022 |
| WgcuFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Fort Myers, FL | $10K | 2022 |
| Chs Health Care Foundtion IncFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $35K | 2021 |
| Planned Parenthood Federation Of America IncFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Washington, DC | $20K | 2021 |
| New Horizons Of Southwest Florida IncFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $20K | 2021 |
| Florida Gulf Coast UniviersityFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Fort Myers, FL | $15K | 2021 |
| Greater Naples YmcaFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $10K | 2021 |
| School District Of Collier CountyFOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | Naples, FL | $10K | 2021 |
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